Your business and employees are important to you, and they're important to us. Providing the best benefits to them is essential, and Pacific Life's Pension Solutions team is here to help. The Pension Solutions team is formed of experienced subject-matter experts dedicated to:
Senior Vice President and Head of Institutional Division
Brian is responsible for the establishment, growth and profitability of Pacific Life’s institutional product lines. Prior to his promotion to lead the new division in January of 2020, he was senior vice president of sales and chief marketing officer in the Retirement Solutions Division. Brian joined Pacific Life in 2010.
Managing Director - Head of Institutional Customer Solutions Group
Paul is responsible for leading the Pension Risk Transfer, Defined Contribution Lifetime Income, and Stable Value product lines. Previously, he led the PRT and DCLI product lines. Prior to joining Pacific Life, he was the Chief Actuary at Equitable. Before that, he held a variety of roles at Prudential, including the Head of Pension Risk Transfer Pricing. Paul joined Pacific Life in 2020.
Head of Stable Value and Defined Contribution Lifetime Income
Abhinav is responsible for Stable Value and Defined Contribution Lifetime Income businesses. He joined Pacific Life in 2020 from Prudential Financial, where he held various roles in Pension Risk Transfer, Retirement Plan Services, and International Businesses. Abhinav has a Bachelor of Mathematics degree from University of Waterloo and an MBA in Marketing & Strategy from Kellogg School of Management.
Field VP, Head of Pension Solutions
Russ is responsible for managing the Pension Solutions team and consulting with companies and their advisers to reduce and remove financial risk inherent in their pension plans. He also works with companies who have defined contribution plans to provide guaranteed lifetime income options for plan participants. Russ joined Pacific Life in 2011.
Senior Director of Pension Solutions
Marty works with consultants and their advisors to design solutions that reduce the costs and risks of defined benefit plans. Marty also focuses on lifetime income solutions that enhance the value of defined contribution plans for both plan sponsors and plan participants. Marty joined Pacific Life in 2012.
Director, Internal Sales Manager, Pension Solutions
Jen is responsible for overseeing the Internal Sales team for the Pension Risk Transfer and Defined Contribution Lifetime Income product lines. She works with sales intermediaries and consultants, as well as plan sponsors and participants of defined benefit plans to ensure a smooth transition to Pacific Life. Jen joined Pacific Life in 2000.
Leads Sales Associate
Linda joined Pacific Life in 1980 as a Clerical Specialist in the Pension Investment Division. She is currently a lead member of the Internal Sales team for the Pension Risk Transfer and Institutional Annuity product lines. Over her 40 years with Pacific Life, Linda held numerous positions within the organization, and all have been in the pension area working on various aspects of retirement and pension plans.
Pensions Sales Associate
Kristin works on the Solutions Team and is responsible for Pension Risk Transfer transactions which include bid/quote review, new sales development and post-sale Communication and oversight. She is also responsible for lifetime income solutions and managing PARS relationships. Kristin joined Pacific Life in 2008.
Pensions Sales Associate
Octavio works on the Solutions Team for the Pension Risk Transfer and Defined Contribution Lifetime Income product lines. He helps ensure a smooth transition of plan participants to Pacific Life by working with plan sponsors and sales intermediaries. Octavio Joined Pacific Life in 2011.
Senior Pensions Sales Associate
Danielle is responsible for the pre and post-sale coordination of Pacific Life’s Institutional Annuity products. In her role, she works on building strong relationships with our sales intermediaries and consultants, as well as plan sponsors and participants, providing exceptional customer service as participants transition to Pacific Life. Danielle joined Pacific Life 2002.
Senior Project Manager
Sohail works as a member of the PMO to ensure new projects and initiatives for Defined Contribution Lifetime Income and Pension Risk Transfer products are successfully executed. He joined Pacific Life earlier in 2020 and brings experience his experience in Project Management servicing the Insurance, Utilities and Financial Solutions industries.
Director of Operations, Pensions
Scott leads the Operations area for Pension Risk Transfer and Defined Contribution Lifetime Income annuities for the Institutional Division. He oversees a team that supports an industry-leading customer experience through the consistent and accurate handling of transaction requests across the lifecycle of our contracts. Scott joined Pacific Life in 2005.
Senior Business Process Improvement Analyst
Sara supports the Pension Operations team focusing on the analysis of complex pre/post issue Pension Risk Transfers, pension administration and servicing other pension solution products in the Institutional Division. She delivers an industry-leading customer experience across the lifecycle of our contracts. Sara joined Pacific Life in 2006.
Operations Service Analyst
Jamie joined Pacific Life in 2017 as an Annuities Product Specialist in the Retirement Solutions Division. Currently, she supports the Operations area for Pension Risk Transfer and Defined Contribution Lifetime Income annuities for the Institutional Division. She is a member of the team that supports an industry-leading customer experience through the consistent and accurate handling of transaction requests across the lifecycle of our contracts.
Operations Service Analyst
Chad supports the Operations area for Pension Risk Transfer and Defined Contribution Lifetime Income annuities for the Institutional Division. He is a member of the team that supports an industry-leading customer experience through the consistent and accurate handling of transaction requests across the lifecycle of our contracts. Chad joined Pacific Life in 2007.
Operations Service Analyst
Michael works as a Pension Service Analyst on our Pensions Operations Team. Michael is focused on providing exceptional operational and administrative support for our Pension customers. Michael joined Pacific Life in 2018.
Operations Service Analyst
Leslie works as a Pension Service Analyst on our Pensions Operations Team. She is focused on providing exceptional operational and administrative support for our Pension customers. Leslie joined Pacific Life in 2006.
Operations Service Analyst
Emily supports the Pension Operations team focusing on the analysis of complex pre/post issue Pension Risk Transfers, pension administration and servicing other pension solution products in the Institutional Division. She delivers an industry-leading customer experience across the lifecycle of our contracts. Emily joined Pacific Life in 2014.
Operations Service Analyst
Marti is on the Operations Team for the Pension Risk Transfer and Defined Contribution Lifetime Income products. She works to ease the transition to Pacific Life and provides long-term, quality care to plan participants. Marti joined Pacific Life in 2018.
AVP Head of Pensions Product and Pricing
Destiny is responsible for the pricing and design of Pension Risk Transfer products as well as defined contribution plan initiatives. Destiny joined Pacific Life in 2011.
Director of Product Support
Ahmet joined Pacific Life as a Director of Product Development in May of 2020. He brings with him nearly 15 years of financial services experience with a decade of that spent in the insurance industry in various roles ranging from sales and distribution to defined contribution lifetime income product development. Ahmet’s focus in his current role is bringing to life the defined contribution lifetime income strategy for Pacific Life.
Director of Actuarial Pricing
Tim started his career at Pacific Life in 2001 and currently oversees the Transactions team, responsible for pricing Pension Risk Transfer transactions. He brings a diverse background of life insurance pricing, reinsurance, and pension consulting to the team.
Director of Data Science
Wayne leads the data analytics team in the Institutional Division. Prior to Pacific Life, he was the Head of Data Science at Spruce, a FinTech startup. Before that he was the Head of Predictive Analytics at Prudential Group Insurance. He holds a Ph.D. from Stevens Institute of Technology, an MBA from the State University of New York at Albany, and a BS from National Central University in Taiwan.
AVP Pricing Projects
Crew leads the Pricing Projects Team for Institutional Division. His team’s responsibilities include implementing new product features/capabilities for the Pensions team, new product implementation, and model platform changes. Crew joined Pacific Life June 2020.
Director of Marketing
Jim leads the marketing efforts for the Institutional Division, including Pension Risk Transfer, Defined Contribution Lifetime Income, Stable Value, and Funding Agreements. He joined Pacific Life in 2015 and brings over 15 years of experience to the team.